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Portfolio (Quarterly) Guide ↗

CGN Advisors LLC

· CIK 0001841506
13F Portfolio $1.3B AUM 313 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 20 New 138 Added 109 Reduced 11 Exited
Page 8 of 16  ·  313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ZM ZOOM COMMUNICATIONS INC Technology 18,766.0 $1.6M 0.13% NEW $86.29 +16.1%
142 IJH ISHARES TR 24,457.0 $1.6M 0.13% +345.0 +1.4% $66.00 +9.3%
143 APH AMPHENOL CORP NEW Technology 11,780.0 $1.6M 0.13% NEW $135.14 -9.9%
144 VBK VANGUARD INDEX FDS 5,152.0 $1.6M 0.12% +275.0 +5.6% $302.12 +10.7%
145 VZ VERIZON COMMUNICATIONS INC Communication Services 37,790.0 $1.5M 0.12% NEW $40.73 +13.8%
146 PPG PPG INDS INC Basic Materials 14,982.0 $1.5M 0.12% +2K +18.8% $102.46 +0.2%
147 BIV VANGUARD BD INDEX FDS 19,624.0 $1.5M 0.12% +338.0 +1.8% $77.88 -2.4%
148 USHY ISHARES TR 40,793.0 $1.5M 0.12% +5K +14.2% $37.40 -1.6%
149 VT VANGUARD INTL EQUITY INDEX F 10,633.0 $1.5M 0.12% +92.0 +0.9% $141.06 +9.0%
150 VXF VANGUARD INDEX FDS 7,110.0 $1.5M 0.12% +1K +17.6% $209.11 +7.1%
151 BALT INNOVATOR ETFS TRUST 44,343.0 $1.5M 0.12% +15K +48.8% $33.51 +1.7%
152 IBDT ISHARES TR 56,443.0 $1.4M 0.11% -988.0 -1.7% $25.46 -1.0%
153 SCHX SCHWAB STRATEGIC TR 52,837.0 $1.4M 0.11% -5K -9.3% $26.91 +7.9%
154 IBDR ISHARES TR 57,185.0 $1.4M 0.11% -6K -8.9% $24.23 -0.1%
155 DFAR DIMENSIONAL ETF TRUST 60,402.0 $1.4M 0.11% +2K +3.0% $22.90 +12.0%
156 MET METLIFE INC Financial Services 17,409.0 $1.4M 0.11% NEW $78.94 +1.1%
157 NUDM NUSHARES ETF TR 37,906.0 $1.4M 0.11% +1K +3.3% $36.21 +5.4%
158 EFA ISHARES TR 14,174.0 $1.4M 0.11% -1K -7.7% $96.03 +6.9%
159 IBDS ISHARES TR 55,458.0 $1.3M 0.11% -1K -2.5% $24.28 -0.4%
160 CGCV CAPITAL GROUP CONSERVATIVE E 43,427.0 $1.3M 0.10% +2K +4.3% $30.49 +4.5%
Page 8 of 16  ·  313 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.2%
Financial Services 17.4%
Healthcare 11.1%
Communication Services 10.6%
Consumer Cyclical 8.1%
Industrials 7.7%
Consumer Defensive 5.9%
Energy 3.1%
Utilities 2.2%
Real Estate 1.3%